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Institutions: Supply of DDR4 and LPDDR4 is converging, and there may be structural shortages in the second half of the year, with prices rising significantly.
Jin10 Data, August 11 - According to the latest survey from TrendForce, the DDR4 market will be in a continuous state of supply shortage and strong price rise in the second half of 2025. The rigid orders from servers have squeezed the supply to the PC and consumer markets, forcing PC OEMs to accelerate the introduction of DDR5 solutions. Consumer manufacturers are facing challenges of high prices and difficulty in obtaining materials, while the tight supply and demand in the DDR market are also pushing up Mobile.
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